IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$4K ﹤0.01%
919
+257
2952
$4K ﹤0.01%
259
-119
2953
$4K ﹤0.01%
100
2954
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150
2955
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182
+40
2956
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136
2957
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100
-46
2958
$4K ﹤0.01%
331
2959
$4K ﹤0.01%
663
-774
2960
$3K ﹤0.01%
75
-24
2961
$3K ﹤0.01%
17
-24
2962
$3K ﹤0.01%
112
-100
2963
$3K ﹤0.01%
191
-8
2964
$3K ﹤0.01%
143
-132
2965
$3K ﹤0.01%
+46
2966
$3K ﹤0.01%
80
-18
2967
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302
2968
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200
2969
$3K ﹤0.01%
180
-820
2970
$3K ﹤0.01%
37
2971
$3K ﹤0.01%
+201
2972
$3K ﹤0.01%
100
2973
$3K ﹤0.01%
1,000
-400
2974
$3K ﹤0.01%
75
-200
2975
$3K ﹤0.01%
143
-29
117 118
119
120 121